LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LAUREN B LEICHTMAN ARTHUR E LEVINE FAMILY FOUNDATION (EIN 95-4051968)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2024-04-15
- IRS object ID
- 202421069349100917
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-15T18:51:36-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 17TH STREET SUITE 800 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954051968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUREN B LEICHTMAN & ARTHUR E LEVINE | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 3102755335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N MAPLE DRIVE 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN LEICHTMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3102755335 | PhoneNum |
| Signature | 2023-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAUREN | PersonFirstNm |
| Person Last | LEICHTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH SEGAL | PreparerPersonNm |
| PTIN | P01344850 | PTIN |
| Phone | 3032962323 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $148,823 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,426,493 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $496 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $496 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $438,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $914,401 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $438,908 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,701 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,874,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $439,405 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,535 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,535 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,605 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,303 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,303 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,838 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,839,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,839,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,865,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,844,138 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $434,567 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,436 | CashBOYAmt |
| Cash EOY | $30,844 | CashEOYAmt |
| Cash EOYFMV | $30,844 | CashEOYFMVAmt |
| Other Assets BOY | $117,979 | OtherAssetsBOYAmt |
| Other Assets EOY | $117,979 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $117,979 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $139,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,823 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $139,415 | RetainedEarningBOYAmt |
| Retained Earning EOY | $148,823 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $148,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $148,823 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $148,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GAIN OF SALE | PropertyDesc |
| Acquired | 2022-12-01 | AcquiredDt |
| Sold | 2022-12-02 | SoldDt |
| Gross Sales Price | $914,401 | GrossSalesPriceAmt |
| Cost Or Other Basis | $475,493 | CostOrOtherBasisAmt |
| Gain Or Loss | $438,908 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $438,908 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $438,908 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $438,908 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,040 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,040 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,040 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $315 | EsPenaltyAmt |
| Tax Due | $6,355 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAUREN B LEICHTMAN | IndividualWithBooksNm |
| Phone | 3102755335 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 N MAPLE DRIVE SUITE 300 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | Yes (1) | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAUREN B LEICHTMAN | ||||||||
| 335 N MAPLE DR 240 | BEVERLY HILLS | CA | 90210 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ARTHUR E LEVINE | ||||||||
| 335 N MAPLE DR 240 | BEVERLY HILLS | CA | 90210 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $117,979 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,660 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $145,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,040 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,040 | TotalTaxAmt |
| Distributable Before Adj | $1,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,134 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,844,138 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,844,138 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,236,342 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,868,397 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,545,827 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,184,853 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,177,308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,012,727 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,844,138 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,134 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,843,004 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,855,731 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,236,342 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,619,389 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,868,397 | ExcessFromYear4Amt |
| Excess From Year3 | $2,545,827 | ExcessFromYear3Amt |
| Excess From Year2 | $2,184,853 | ExcessFromYear2Amt |
| Excess From Year1 | $3,177,308 | ExcessFromYear1Amt |
| Excess From Current Year | $1,843,004 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAUREN B LEICHTMAN | ContributingManagerNm |
| Contributing Manager | ARTHUR E LEVINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE COLLEGE READY PUBLIC | |||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | DONATION | $170,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | NONE | PC | DONATION | $20,000 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900102798 | NONE | PC | DONATION | $10,800 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | PC | DONATION | $100,000 |
| JR ACHEIVEMENT OF SOUTHERN CA | |||||||
| 6250 FOREST LAWN DR | LOS ANGELES | CA | 90068 | NONE | PC | DONATION | $15,000 |
| UJA FEDERATION OF NEW YORK | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | DONATION | $10,000 |
| AVIVA WALLIS HOUSE | |||||||
| 7120 FRANKLIN AVENUE | LOS ANGELES | CA | 90046 | NONE | PC | DONATION | $5,000 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1743 E 41ST STREET | LOS ANGELES | CA | 900581502 | NONE | PC | DONATION | $10,000 |
| LOTUS ENDOWMENT FUND | |||||||
| 217 NW 15TH STREET | OVERTOWN MIAMI | FL | 33136 | NONE | SOUNK | DONATION | $25,000 |
| LOVE AT FIRST MUTT | |||||||
| 2028 N PEPPER ST | BURBANK | CA | 91505 | NONE | PC | DONATION | $5,000 |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 WEST 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | PLEDGE PAYMENT | $200,000 |
| SOUTHWESTERN LAW SCHOOL | |||||||
| 3050 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900101106 | NONE | PC | DONATION | $25,000 |
| UNIVERSITY OF OREGON FOUNDATION | |||||||
| 1720 E 13TH AVE SUITE 410 | EUGENE | OR | 974032253 | NONE | PC | DONATION | $30,000 |
| WILSHIRE BOULEVARD TEMPLE | |||||||
| 3663 WILSHIRE BOULEVARD | LOS ANGELES | CA | 900102798 | NONE | PC | PLEDGE PAYMENT | $500,000 |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | NONE | PC | PLEDGE PAYMENT | $250,000 |
| THE UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | NONE | PC | PLEDGE PAYMENT | $250,000 |
| KING BAUDOUIN FOUNDATION - CARING FOR WOMEN FUND | |||||||
| 551 FIFTH AVE SUITE 2400 | NEW YORK | NY | 10176 | NONE | PC | DONATION | $50,000 |
| THE MIAMI FUND | |||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | NONE | PC | DONATION | $20,000 |
| NATIONAL MENTORING PARTNERSHIP | |||||||
| 201 SOUTH STREET 615 | BOSTON | MA | 02111 | NONE | PC | DONATION | $1,000 |
| UC REGENT FUND | |||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | NONE | PC | DONATION | $20,000 |
| ALLIANCE COLLEGE READY PUBLIC | |||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | DONATION | $23,750 |
| ALLIANCE COLLEGE READY PUBLIC | |||||||
| PO BOX 86609 | LOS ANGELES | CA | 90086 | NONE | PC | DONATION | $73,750 |
| AVIVA WALLIS HOUSE | |||||||
| 7120 FRANKLIN AVENUE | LOS ANGELES | CA | 90046 | NONE | PC | DONATION | $20,000 |
| LOS ANGELES POLICE RESERVE | |||||||
| 5903 NOBLE AVENUE | VAN NUYS | CA | 91411 | NONE | PC | DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,839,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $496 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8,701 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $438,908 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $448,105 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $448,105 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ARTHUR LEVINE AND LAUREN LEICHTMAN | |||||||
| 1 | 345 N MAPLE DRIVE 300 | BEVERLY HILLS | CA | 90210 | $951,000 | Yes (X) | |
| ARTHUR LEVINE AND LAUREN LEICHTMAN | |||||||
| 2 | 345 N MAPLE DRIVE 300 | BEVERLY HILLS | CA | 90210 | $914,401 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | PUBLIC TRADED STOCK | NoncashPropertyDesc |
| Fair Market Value | $914,401 | FairMarketValueAmt |
| Received | 2022-12-01 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,070 | Amt |
| Net Investment Income | $3,535 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,535 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS - OTHER | Desc |
| BOY Book Value | $117,979 | BOYBookValueAmt |
| EOY Book Value | $117,979 | EOYBookValueAmt |
| EOYFMV | $117,979 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $1 | $1 | $0 |
| OTHER INCOME | $8,700 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,605 | Amt |
| Net Investment Income | $1,303 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,303 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $16,215 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |